The tests representing five different antigen-antibody reactions are
- The first-order virus neutralization test (f-ord-VNT), based simply on inactivation of virus by the binding of neutralizing antibodies to their antigenic neutralization determinant on the virion.
- The virus aggregation neutralization test (aggr-VNT), based on simple aggregation of virions made possible because of the di- or polyvalency of antibodies.
- The complement-enriched virus neutralization test (C-enr-VNT), based on supplementary neutralization of virions coupled with non-neutralizing antibodies through the aggregation of such virus-antibody complexes by the complement component C1q.
- The conventional antibody ELISA (conv-ab-ELISA), based on the identification of antibodies bound to immobilized antigenic determinants.
- The blocking antibody ELISA (bl-ab-ELISA), based on the demonstration of antibodies, which by reaction with one reactant block for the binding of a third detecting reactant, usually a specific antibody conjugate.
2.1. The first-order neutralization test
The neutralization by antibodies in a conventional neutralization test, where complement in test samples has been inactivated, is bi-factorial, i.e., caused by 1) the binding of neutralizing antibodies to their antigenic determinant on the virus and 2) simple aggregation of virions by the di- or polyvalent antibodies. This second reaction is explosive and short-lasting and is described in Section 2.2 [4,6].
The neutralization caused by the binding of neutralizing antibodies to their antigenic neutralization determinant is monovalent and slowly progressing, following the lines of the formula of antigen-antibody interactions in first-order antibody assays
where kst is the standard reaction rate, Ab and Ag are antibody and antigen titers, T is the reaction time, and q is a co-determiner of the reaction rate, a particular log-log antibody/antigen ratio, varying with the reaction temperature. In the 1978 study, q was found to be 0.15 at 37 oC but 0.24 at 4 oC [4,6]. The formula shows directly that an antibody/time relationship is of first order, while an antigen/time relationship is exponential, depending on the value of the factor q.
From this formula will be seen that the antibody titer (Ab) is directly proportional to the period of reaction (T). In other words, the sensitivity of a first-order assay is both variable and adjustable. Another important relationship is that the factor q is temperature-dependent to such an extent that sensitive first-order antibody tests always should be performed with a reaction temperature not below 37 oC. In the following, a test with a reaction at, for example, 37 oC for 24 hours will be designated a 37oC/24h modification.
The widely different characteristics of the aggregation and the first-order neutralization reaction, one being explosive and short-lasting and the other one being enduring and slowly progressing, implies that one and the same test can be used to measure the titer of both the aggregating antibodies and the neutralizing antibodies: 1) with a very short reaction time, only the aggregation titer will be recorded, while 2) with appropriately extended reaction periods, no aggregation reaction but only the monovalent neutralization by the neutralizing antibodies will be measured.
The reaction time required for a neutralization test to show exclusively the first-order reaction by neutralizing antibodies depends on the relative titers of the non-neutralizing and the neutralizing antibodies. For herpes viruses, exclusively the first-order reaction by the neutralizing antibodies (IgG) is shown with reaction at 37 oC for more than 2-3 hours. The initial neutralization caused by aggregation explains, 1) why the increase of the reaction period at 37 oC from 1 to 24 hours in a herpesvirus neutralization test does not raise antibody titers, or the test sensitivity, by a factor of 24 as indicated by the antigen-antibody interaction formula above, but only by a factor of 16-18, and 2) why only with reaction times exceeding 2-3 hours at 37 oC, the neutralization observed proceeds as a first-order reaction [4,6,7].
A titer measured in an f-ord-VNT is determined by the reacting antibodies of the highest concentration, which are truly neutralizing antibodies, cf. Definitions.
Reaction characteristics summarized
1. The neutralization in a conventional neutralization test is bi-factorial, caused both by 1) the simple virus aggregation being explosive and short-lasting and 2) the first-order reaction by neutralizing antibodies being bound monovalently to their antigenic neutralization determinant.
2. Due to the relatively slow progression of the first-order reaction, the neutralization caused specifically by the binding of neutralizing antibodies to their antigenic neutralization determinant will not be observed with very short reaction periods.
3. With appropriately extended reaction periods, however, only neutralization by the neutralizing antibodies will be seen. A titer recorded, and correspondingly also the test sensitivity, will be directly proportional to the length of the reaction period in accordance with the antigen-antibody interaction formula.
4. The reacting antibodies of the highest concentration with extended reaction are neutralizing antibodies.
5. The factor q in the antigen-antibodyinteraction formula depends on the temperature to such a degree that optimal sensitivity will be achieved at a reaction temperature not below 37 oC.
2.2. The virus aggregation neutralization test
Simple virus aggregation is defined as aggregation by antibodies without involvement of complement. As explained in Section 2.1, this reaction predominates in conventional neutralization tests with relatively short reaction periods. The aggregation reaction is explosive and short-lasting, because the antibodies to the various antigenic determinants, predominantly the non-neutralizing ones, react immediately and synergistically. The reaction observed thereafter will be the neutralization by the first-order binding of neutralizing antibodies to their antigenic neutralization determinant, cf. Section 2.1 [4,6].
In the 1978 study [4], the very early and regular over-neutralization phenomenon was not immediately explainable, but after the report by Brioen et al. (1983) [8], it could be concluded that this reaction was in fact neutralization by virus aggregation [6].
In a dilution series of a polyclonal antibody sample examined in a neutralization test, a virus aggregation reaction will have been diluted away long before the first-order neutralization reaction by neutralizing antibodies, so aggregation is highly dependent on a sufficient antibody concentration [4,6].
The explosive virus-aggregating reaction can be considered almost independent of the reaction time and temperature, because of which the sensitivity of an aggr-VNT will be low and practically non-adjustable. Measurement of the titer of virus-aggregating antibodies should be performed with a very short reaction period to eliminate the influence from the slowly progressing first-order neutralization by the neutralizing antibodies., cf. Section 2.1.
Reaction characteristics summarized
1. The simple in vitro aggregation of viruses by di- and polyvalent antibodies is explosive and short-lasting.
2. All antibodies to various antigenic determinants react synergistically.
3. Simple aggregation is the predominant reaction in neutralization tests with short reaction periods, but will not be observed in tests with appropriately extended reaction. Simple aggregation titers shall be measured in neutralization tests with a very short reaction period.
4. In virus-antibody mixtures, the aggregation reaction is highly dependent on the antibody concentration and can readily be diluted away.
5. The reaction is dependent on the total concentration of antibodies and their valency but is not adjustable by changing the reaction conditions. The test sensitivity will accordingly be rather low.
2.3. The complement-enriched neutralization test
The complement component C1q is hexavalent, so its aggregation potency is extraordinary. It will attach to the Fc region of antibodies, but only to antibodies that have been sensitized by being coupled with their antigenic determinant. If virions have been bound to a non-neutralizing antibody molecule, the polyvalent component C1q will immediately, if being present in adequate quantities, attach to these virus-antibody complexes and neutralize them by including them into aggregates [5,6].
Samples to be examined in neutralization tests are regularly heated at 56 oC for 30 min. in order to inactivate complement, so this complement-dependent reaction, functioning regularly in vivo, will not be seen in a conventional neutralization test, unless complement is added deliberately.
In a C-enr-VNT, the supplementary neutralization by aggregation will proceed in two steps. Immediately after the addition of complement, the reaction will be explosive, because complement will almost instantly bind to preformed virus-antibody complexes, while the aggregation reaction thereafter will be of first order, following the first-order binding of the non-neutralizing antibodies to their antigenic determinants, cf. Figure 2.
The log-log coefficient slope of all complement neutralization lines is 1, documenting a first-order, monovalent reaction. An optimal effect is not obtained if complement is added at the start of virus-serum incubation (neutralization line 1-1).
The binding reaction by antibodies, neutralizing as well as non-neutralizing, will be of first order with extended reaction periods [4,5,6]. For herpes viruses, complement will raise the titer of IgG antibodies in serum by a factor of approx. 8, cf. Figure 3. Titers are determined by the reacting antibodies of the highest concentration, and the supplementary neutralization by complement is linked to the reaction with non-neutralizing antibodies. With extended reaction conditions, the reaction for both neutralizing and non-neutralizing antibodies is monovalent and of first order. For the non-neutralizing antibodies, one antibody molecule bound to a virion will inactivate the virion by means of complement, and for neutralizing antibodies it is generally accepted that one molecule attached to the antigenic neutralization determinant will have the same effect. It will therefore be logical to conclude that not only the titer but also the concentration of reacting non-neutralizing herpesvirus antibodies of the highest concentration is eight times higher than that of the neutralizing antibodies.
For IgG antibodies, an optimal herpesvirus C-enr-VNT will show a sensitivity 8 times higher than that of an f-ord-VNT with identical reaction conditions, cf. Figure 3. In this context, it is noteworthy that also the first-order herpesvirus conv-ab-ELISA is approx. 8 times more sensitive than a f-ord-VNT, see later in Section 2.4. For early convalescent-phase samples (IgM), the titers were extremely high, being over 10.000 9-11 days after infection for the animal tested..
The overall effect of the complement component C1q is that all non-neutralizing antibodies are effectively converted into neutralizing ones [5,6,7].
Reaction characteristics summarized
1. The hexavalent complement component C1q will immediately, if present in adequate concentrations, bind to preformed antigen-antibody complexes and neutralize them by aggregation.
2. In a C-enr-VNT with extended reaction, the binding between non-neutralizing antibodies and their antigenic determinants proceeds as a reaction of first order.
3. Two different reaction rates are seen in a C-enr-VNT. After addition, complement will react explosively with preformed antibody-virus complexes, but thereafter the reaction will be of first order, following the continuing first-order binding of non-neutralizing antibodies to their antigenic determinants.
4. The reacting antibodies of the highest concentration in a C-enr-VNT, determining the test sensitivity, are non-neutralizing. In samples with predominantly IgG, they are the same non-neutralizing antibodies determining the titer in a conv-ab-ELISA, because of which these tests share the same high sensitivity.
5. The higher sensitivity of the C-enr-VNT as compared to the f-ord-VNT indicates that the concentration of the reacting non-neutralizing antibodies of the highest concentration is higher than that of the neutralizing antibodies.
6. The reaction temperature in a C-enr-VNT should not be below 37 oC.
7. For early convalescent-phase serum (IgM), the aggregation effect of C1q is huge.
8. The overall effect of complement is that all non-neutralizing antibodies are effectively converted into neutralizing ones.
2.4. The conventional antibody ELISA
After viral infection, IgM antibodies appear a few days later and will usually be non-demonstrable after some weeks. IgG antibodies, however, will appear some days after the IgM antibodies and will regularly persist for life, cf. Figure 3. A conv-ab-ELISA can be modified in different ways, but for the sake of simplicity, only a basic configuration will be considered, where a whole antigen preparation is coated directly onto the ELISA plates and the detecting reagent will identify specific antibodies of any immunoglobulin isotype.
In a conv-ab-ELISA, virus aggregation by antibodies is impossible because the antigens have been immobilized. The individual reactions between the various antibodies and their antigenic determinants, and also the combined effect of these reactions, will therefore be of first order from the start to the end of the reaction period. In other words, if the reaction time is increased from for example 1 to 24 hours, the test sensitivity, or a measured antibody titer, will be raised by a factor of 24, cf. the antigen-antibody interaction formula above [4,6].
For herpes viruses, the titer of non-neutralizing IgG antibodies was found to be 8 times higher than that of the neutralizing ones, cf. Figure 3. Consistently, the sensitivity of the conv-ab-ELISA, when used on late post-infection samples, was found to be generally 8 times higher than that of the f-ord-VNT in comparative examinations with identical reaction conditions [5,7,10]. The unique sensitivity of a conv-ab-ELISA as compared to a highly sensitive f-ord-VNT can therefore be simply explained by the fact that non-neutralizing antibodies are the reacting antibodies found in the highest concentration. The reacting antibodies of the highest concentration in 37oC/24h modifications of the C-enr-VNT and the conv-ab-ELISA are identical, because of which these two tests share the same high sensitivity, cf. Section 2.3.
As mentioned earlier, the factor q in the first-order reaction formula is temperature-dependent to such a degree that the optimal reaction temperature for first-order antigen-antibody tests should regularly not be below 37 oC.
Reaction characteristics summarized
1. The reaction in a conv-ab-ELISA is of first order.
2. The test sensitivity is proportional to the length of the period of reaction.
3. The relatively high sensitivity of the conv-ab-ELISA, as compared to a f-ord-VNT, appears to be due to the fact that also non-neutralizing antibodies bound to the antigen are recorded, and that the reacting antibodies of the highest concentration are non-neutralizing.
4. The reacting antibodies of the highest concentration are the same as for the C-enr-VNT, because of which they share the same extremely high sensitivity.
5. The reaction temperature of a conv-ab-ELISA should not be below 37 oC.
2.5. The blocking antibody ELISA
In the simplest form of the bl-ab-ELISA, a whole antigen preparation is coated directly to the wells of the microtiter plates. The reactant in the detecting reagent, the enzyme conjugate will typically be identical to the antibody to be detected, so positive test samples are demonstrated by their ability to block for the binding of the detecting reagent to the antigen. Several variations are possible, for example, with a selected fraction of the virus used as the coated antigen or a monoclonal specific antibody used for the detecting enzyme conjugate. The blocking reaction is rather complex [6,7].
With whole antigen coated to the plates and a selected high test sensitivity, antibody-positive samples with moderate. to high antibody concentrations will all give a close to 100 percent blocking reaction, and only over a limited antibody concentration range of 5-6 logarithmic base-2 units, varying reactions are seen. Over this interval from a negative to a moderately positive reaction, the log-log reaction rate is linear, however with a slope coefficient different from 1 (Figure 4).
The majority of positive samples will always give a maximal blocking reaction in screening examinations with a test of acceptable sensitivity (Figure 5).
In examinations of late post-infection serum samples, the sensitivity of the herpesvirus 37oC/24h blocking ELISA was found to be high, i.e., twice that of the 37oC/24h f-ord-VNT, although 4 times lower than that of the 37oC/24h conv-ab-ELISA [6]. Sørensen and Lei (1986) [12] demonstrated a sensitivity dependency on both reaction time and temperature, but the reaction did not follow strictly the lines of a first-order test. Kramps et al. (1994) [13] introduced a variant with a monoclonal antibody used for the detecting reagent and demonstrated high sensitivity. For all variants, test samples were tested undiluted in screenings. The highest sensitivity is obtained with extended reactions at a temperature not below 37 oC.
Reaction characteristics summarized
1. The reaction in a basic variant of the bl-ab-ELISA with whole antigen and a polyclonal specific antibody for the detecting enzyme reagent is not of first order.
2. The test sensitivity is depending on both the reaction time and temperature, although to different degrees than in a first-order test. The test sensitivity is variable and adjustable.
3. An increase in the reaction time at 37 oC from 1 to 24 hours will raise the sensitivity by a factor of approx. 4.
4. The reaction temperature of a bl-ab-ELISA should be 37 oC, and routine screenings should be performed with a reaction time of close to 24 hours on undiluted samples.